+25.9%
URI vs WEC
+6.8%
+19.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.8% |
| 7D | -9.8% | -0.2% | -9.6% | -9.8% |
| 30D | +1.7% | +12.3% | -10.6% | -2.6% |
| 3M | -9.1% | +8.3% | -17.3% | -11.8% |
| 6M | +9.9% | +3.5% | +6.4% | +8.5% |
| YTD | +31.2% | +12.7% | +18.5% | +30.8% |
| 1Y | +25.9% | +8.2% | +17.8% | +27.0% |
| All | +25.9% | +6.8% | +19.2% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling